Salesforce

Introduction to Salesforce

Overview of Salesforce & CRM

• What is Salesforce?
• CRM (Customer Relationship Management) and its Importance
• Salesforce Cloud-based Platform Overview (Sales Cloud, Service Cloud, Marketing Cloud, etc.)

Navigating the Salesforce UI

• Understanding the Salesforce Interface
• Salesforce Lightning vs. Classic UI
• App Launcher, Navigation Menu & Record Pages

Salesforce Instance & Setup

• Understanding Salesforce Developer Edition
• Setting Up a Salesforce Developer Account
• Configuring Basic System Properties

Salesforce Application Development Basics

Introduction to Application Development in Salesforce

• Creating Custom Applications in Salesforce
• App Builder & Lightning Components
• Application Scope & Namespace

Understanding Objects & Database Structure

• Standard vs. Custom Objects
• Creating & Managing Custom Objects
• Using Fields, Record Types, & Page Layouts
• Understanding Schema Builder & Relationships

Forms & Page Layout Customization

• Configuring Page Layouts & Record Types
• Creating Lightning Pages & Visualforce Pages
• Creating Custom Buttons & Actions

Scripting in Salesforce (Client & Server-side)

Introduction to Apex Programming

• Apex Basics (Syntax, Variables, and Flow Control)
• Triggers & their Purpose
• Working with Collections (Lists, Sets, Maps)

Server-Side Scripting (Apex)

• Apex Classes & Methods
• Apex Triggers (Before, After)
• Asynchronous Apex (Batch, Future, Queueable)
• SOQL (Salesforce Object Query Language) & DML Operations

Client-Side Scripting (Lightning Web Components & Visualforce)

• Introduction to Lightning Web Components (LWC)
• JavaScript Basics for LWC
• Apex Integration with LWC
• Visualforce Pages & Controllers

Workflow & Automation in Salesforce

Introduction to Workflow & Process Automation

• Creating & Managing Workflows
• Using Process Builder & Flow Builder
• Automating Business Processes with Flows

Approval Processes & Notifications

• Configuring Approval Processes
• Creating Email Alerts & Notifications
• Using Outbound Messages & Workflow Actions

Integration & External System Automation

• Automating External System Interactions with REST & SOAP
• Working with Salesforce External Services
• Configuring Salesforce Connect & External Objects

Salesforce Integration with External Systems

Introduction to Salesforce Integration

• REST & SOAP API Basics in Salesforce
• Integrating Salesforce with Third-Party Applications (e.g., JIRA, Slack, AWS)

Salesforce REST API & Custom API Development

• Creating & Managing REST API Endpoints
• Authenticating & Securing APIs (OAuth, API Tokens)
• Integrating External APIs into Salesforce

Outbound Integrations & Middleware

• Using Middleware for External Integrations
• Setting Up Outbound REST & SOAP Calls
• Integrating Salesforce with External Applications using Salesforce Connect

Salesforce Service Cloud & Request Management

Introduction to Service Cloud

• Setting Up Service Cloud Applications
• Managing Cases, Contacts, and Service Processes
• Configuring Omni-Channel & Live Agent

Customizing Case & Knowledge Workflows

• Creating & Managing Case Record Types & Page Layouts
• Designing Case Assignment Rules & Email-to-Case
• Configuring Knowledge Base Articles & Workflows

Service Cloud Automation & Reporting

• Automating Case Management & Escalation Rules
• Customizing Reports & Dashboards for Service Metrics
• Using SLA & Milestone Tracking

Salesforce Reporting & Analytics

Introduction to Salesforce Reporting

• Creating & Managing Reports & Dashboards
• Understanding Report Types, Filters & Grouping
• Using Formula Fields in Reports

Advanced Analytics & Data Visualization

• Using Einstein Analytics for Insights
• Designing Custom Dashboards & Widgets
• Scheduled Reports & Data Exports

Salesforce Lightning Web Components (LWC) Development

Introduction to LWC

• Understanding the LWC Framework
• Creating Lightning Web Components
• Component Lifecycle & Event Handling in LWC

Customizing and Extending LWC

• Styling with SLDS (Salesforce Lightning Design System)
• Data Binding and Communication Between Components
• Integrating Apex Methods with LWC

Advanced LWC Development

• Creating Custom Elements with LWC
• Using Lightning Data Service in LWC
• Deploying LWC on Record Pages & App Pages

Advanced Salesforce Development & Performance Optimization

Instance Performance & Best Practices

• Optimizing Apex Code & Queries
• Reducing SOQL Query Limits and DML Operations
• Improving Lightning Component Performance

Salesforce Security & Compliance

• Implementing Field-Level Security & Data Access
• Role-based Security & Permission Sets
• Compliance & Data Protection Best Practices

Debugging & Troubleshooting in Salesforce

• Using Salesforce Debug Logs
• Identifying and Resolving Apex Errors
• Testing and Writing Test Classes for Apex

Salesforce Deployment & Administration

Application Packaging & Deployment

• Using Change Sets for Deployment
• Salesforce CLI & Metadata API for Deployment
• Application Repository & Version Control

Instance Administration & Maintenance

• Managing Salesforce Updates & Releases
• Backup & Data Recovery Strategies
• Administering Salesforce User Accounts & Permissions

Governance & Change Management in Salesforce

• Implementing Change Control & Deployment Pipelines
• Best Practices for Managing Large Deployments